BKW AG

SWX:BKW Voorraadrapport

Marktkapitalisatie: CHF 7.8b

BKW Beheer

Beheer criteriumcontroles 4/4

De CEO BKW is Robert Itschner, benoemd in Oct2022, heeft een ambtstermijn van 3.58 jaar. De totale jaarlijkse vergoeding van { bedraagt CHF 1.52M, bestaande uit 52.7% salaris en 47.3% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.004% van de aandelen van het bedrijf, ter waarde CHF 335.40K. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 2.5 jaar en 8 jaar.

Belangrijke informatie

Robert Itschner

Algemeen directeur

CHF 1.5m

Totale compensatie

Percentage CEO-salaris52.67%
Dienstverband CEO3.6yrs
Eigendom CEO0.004%
Management gemiddelde ambtstermijn2.5yrs
Gemiddelde ambtstermijn bestuur8yrs

Recente managementupdates

Recent updates

Narratiefupdate May 06

BKW: Neutral Outlook Will Center On CHF 160 Level And Execution

Narrative Update on BKW The analyst price target for BKW has shifted from CHF 163.64 to CHF 164.48, with analysts pointing to updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E, alongside fresh Neutral coverage and a CHF 160 price target from recent Street research. Analyst Commentary Recent research coverage sets a CHF 160 price target alongside a Neutral stance, which sits just below the updated analyst fair value assumptions for BKW.
Narratiefupdate Apr 21

BKW: Neutral Stance Highlights CHF 160 Level And Execution Risks

Narrative Update on BKW The analyst price target for BKW is now CHF 160. This level is supported by recent coverage where analysts collectively point to a more cautious stance on the shares while maintaining a broadly neutral view.
Narratiefupdate Apr 06

BKW: Neutral Outlook Balances Earnings Reset With Modest P/E Expectations

Narrative Update The analyst price target for BKW is updated to CHF 163.64 from CHF 162.81. Analysts point to refined assumptions on long term revenue growth, slightly higher projected profit margins, and a modestly higher future P/E multiple as key drivers behind the change.
Narratiefupdate Mar 23

BKW: Neutral Stance On Earnings Reset And Moderating Future P/E

The analyst price target for BKW has shifted slightly to CHF 160 as analysts factor in updated assumptions around revenue growth, margins, and a lower future P/E, while keeping discount rate expectations unchanged and referencing recent Neutral coverage and downgrades. Analyst Commentary Bullish Takeaways Bullish analysts see the CHF 160 price target as consistent with a view that BKW can still execute on its revenue and margin assumptions, even with a lower future P/E embedded in their models.
Narratiefupdate Mar 08

BKW: Higher Future P/E And Reset EBIT Guidance Will Drive Re Rating

Narrative Update on BKW Analysts have trimmed their price target on BKW to about CHF 165 from around CHF 170. They cited more cautious assumptions on revenue growth and profit margins, partly offset by a higher expected future P/E multiple and recent neutral to cautious coverage from the Street.
Narratiefupdate Feb 22

BKW: Reset EBIT Guidance Will Support Re Rating Potential

Analysts have trimmed their price target on BKW to CHF169.76. The shift reflects a more cautious stance on the shares following recent research that has turned more bearish on the name.
Narratiefupdate Feb 07

BKW: Rebased EBIT Guidance Will Shape Future Upside Potential

Analysts have trimmed their fair value estimate for BKW from CHF 182.38 to about CHF 169.76, reflecting slightly lower assumptions for revenue growth, profit margins and future P/E. This aligns with more cautious recent Street research, including a downgrade from Kepler Cheuvreux.
Narratiefupdate Jan 23

B9W: Neutral Ratings And Lower Power Prices Will Shape Upside Potential

Narrative Update on BKW Analysts have trimmed their price targets on BKW, with our updated fair value moving from CHF 193 to about CHF 182. They point to downside risk to consensus estimates in a low power price environment and reflect more cautious views following recent downgrades to Neutral by several firms.
Analyseartikel Dec 28

Here's Why BKW (VTX:BKW) Can Manage Its Debt Responsibly

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Analyseartikel Dec 12

BKW AG's (VTX:BKW) Share Price Could Signal Some Risk

It's not a stretch to say that BKW AG's ( VTX:BKW ) price-to-earnings (or "P/E") ratio of 18.8x right now seems quite...
Analyseartikel Nov 27

We Like These Underlying Return On Capital Trends At BKW (VTX:BKW)

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
Analyseartikel Oct 09

Are Investors Undervaluing BKW AG (VTX:BKW) By 31%?

Key Insights BKW's estimated fair value is CHF256 based on 2 Stage Free Cash Flow to Equity Current share price of...
Analyseartikel Sep 24

Here's Why BKW (VTX:BKW) Can Manage Its Debt Responsibly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Narratiefupdate Sep 24

Grimsel Dam Approval Will Boost Future Energy Production

The consensus analyst price target for BKW has been modestly raised to CHF193.00, reflecting minor improvements in both future P/E and net profit margin. Valuation Changes Summary of Valuation Changes for BKW The Consensus Analyst Price Target has risen slightly from CHF188.00 to CHF193.00.
Analyseartikel Sep 09

BKW AG's (VTX:BKW) Share Price Not Quite Adding Up

It's not a stretch to say that BKW AG's ( VTX:BKW ) price-to-earnings (or "P/E") ratio of 18.7x right now seems quite...
Narratiefupdate Aug 27

Grimsel Dam Approval Will Boost Future Energy Production

The upward revision in BKW’s consensus price target is primarily driven by a substantial increase in forecast revenue growth and a modest improvement in net profit margins, resulting in a new fair value of CHF188.00. Valuation Changes Summary of Valuation Changes for BKW The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from CHF185.00 to CHF188.00.
Analyseartikel Aug 11

Here's Why BKW (VTX:BKW) Has Caught The Eye Of Investors

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Analyseartikel Jul 11

BKW (VTX:BKW) Is Experiencing Growth In Returns On Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
Analyseartikel Jun 13

A Look At The Intrinsic Value Of BKW AG (VTX:BKW)

Key Insights Using the 2 Stage Free Cash Flow to Equity, BKW fair value estimate is CHF197 BKW's CHF173 share price...
Analyseartikel May 26

These 4 Measures Indicate That BKW (VTX:BKW) Is Using Debt Reasonably Well

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
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Nieuw narratief Feb 09

Grimsel Dam Approval Will Boost Future Energy Production

Strategic renewable energy projects and expansions, including wind, solar, and battery storage, are expected to drive future revenue growth.

Analyse CEO-vergoeding

Hoe is Robert Itschner's beloning veranderd ten opzichte van BKW's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
Dec 31 2025CHF 2mCHF 800k

CHF 357m

Sep 30 2025n/an/a

CHF 408m

Jun 30 2025n/an/a

CHF 459m

Mar 31 2025n/an/a

CHF 541m

Dec 31 2024CHF 2mCHF 800k

CHF 622m

Sep 30 2024n/an/a

CHF 562m

Jun 30 2024n/an/a

CHF 501m

Mar 31 2024n/an/a

CHF 489m

Dec 31 2023CHF 2mCHF 770k

CHF 478m

Compensatie versus markt: De totale vergoeding ($USD 1.93M ) Robert } ligt onder het gemiddelde voor bedrijven van vergelijkbare omvang in de Swiss markt ($USD 6.11M ).

Compensatie versus inkomsten: De vergoeding van Robert is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.


CEO

Robert Itschner (59 yo)

3.6yrs
Tenure
CHF 1,519,000
Compensatie

Mr. Robert Itschner is Chief Executive Officer & Member of Executive Board of BKW AG from October 1, 2022. He joined the BKW AG in 2022. He is Chairman of the Executive Board at BKW AG since November, 01 2...


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Robert Itschner
Chairman of the Executive Board & CEO3.6yrsCHF 1.52m0.0043%
CHF 335.4k
Martin Zwyssig
CFO, Deputy to CEO & Member of Executive Board2.8yrsgeen gegevens0.0014%
CHF 109.7k
Corinne Montandon
Executive VP of Power Grid & Member of the Executive Board5.3yrsgeen gegevens0.013%
CHF 1.0m
Martin Schweikert
Chief Communications Officer & Member of Extended Group Executive Boardno datageen gegevensgeen gegevens
Philipp Hanggi
Member of the Executive Board6.3yrsgeen gegevens0.015%
CHF 1.2m
Martin Fecke
Executive VP of Engineering & Member of the Executive Boardno datageen gegevens0.0032%
CHF 247.6k
Antonin Guez
Executive VP of Building Solutions & Member of Executive Board2.5yrsgeen gegevens0.0014%
CHF 107.4k
Sven Behrend
Executive VP of Infra Services & Member of Executive Board2.5yrsgeen gegevens0.0034%
CHF 266.4k
Stefan Sewckow
Executive VP of Energy Markets & Member of Executive Board2.5yrsgeen gegevens0.00040%
CHF 31.3k
Manuela Wendland
Chief Human Resources Officer & Member of the Extended Executive Board1.3yrsgeen gegevensgeen gegevens
King Frater
Chief Legal & Compliance Officer and Member of the Extended Executive Boardno datageen gegevensgeen gegevens
Margarita Aleksieva
Executive VP of Energy Production & Member of Executive Boardless than a yeargeen gegevensgeen gegevens
2.5yrs
Gemiddelde duur
58yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van BKW wordt beschouwd als ervaren (gemiddelde ambtstermijn 2.5 jaar).


Bestuursleden

NaamPositieTenureCompensatieEigendom
Kurt Schar
Independent Director14yrsCHF 124.00k0.0018%
CHF 141.8k
Roger Baillod
Independent Chairman of Board13yrsCHF 446.00k0.013%
CHF 1.0m
Carole Ackermann
Independent Director8yrsCHF 150.00k0.0052%
CHF 405.9k
Petra Denk
Independent Director5yrsCHF 146.00k0.0018%
CHF 141.8k
Martin a Porta
Independent Director4yrsCHF 138.00k0.0064%
CHF 498.4k
Andreas Rickenbacher
Independent Deputy Chair8yrsCHF 172.00k0.0029%
CHF 227.3k
Rebecca Flückiger
Independent Director7.7yrsCHF 151.00k0.0052%
CHF 405.9k
Linda Winter
Directorno dataCHF 63.00kgeen gegevens
8.0yrs
Gemiddelde duur
55yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van BKW wordt beschouwd als ervaren (gemiddelde ambtstermijn 8 jaar).


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/21 10:28
Aandelenkoers aan het einde van de dag2026/05/21 00:00
Inkomsten2025/12/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

BKW AG wordt gevolgd door 11 analisten. 5 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Peter RothenaicherBaader Helvea Equity Research
Rene RückertBaader Helvea Equity Research
Marta BruskaBaader Helvea Equity Research